Financial advisor

Modi Wealth Management
1 to 2 Years
10,000 - 12,000 Per Month
Posted on 19 Jun 19
Job DescriptionLast Date 18 Aug 19
  • Managing individual client portfolios on regular basis.
  • Regularly source and convert leads provided by the company into clients.
  • Conduct regular meetings with the clients for their financial planning related closures and reviews.
  • Bachelor degree in business, finance or related field.
  • 1-2 years of sales experience.
  • Knowledge of mutual fund, securities, and insurance industries.
  • Proficient in Word, Excel, Outlook, and PowerPoint.
Job Role

Job Type

Interview Type

Face to Face Interview

Company Description
With over 25 years in the industry, backed by a strong legacy that spans over four decades, Modi Wealth Management is now managed by third generation entrepreneurs who have carved a niche for themselves in the finance business.

At Modi Wealth the chain of command is handled by direct family members which is an integral factor differentiating us from others, ensuring consistency & integrity at every level. Each vertical within the company is headed by experienced senior family member thus making it possible for us to handle diverse portfolios efficiently.
Similar Jobs
SELLERHELP
Freshers
Last Date 09 Sep 19
CRESCENT AUTO REPAIRS & SERVICES INDIA PVT. LTD.
Freshers
Last Date 25 Jul 19
HR RECRUITER SERVICES
3 to 4 Years
Last Date 03 Sep 19
LEANBOX LOGISTICS SOLUTIONS PVT LTD
Freshers
Last Date 20 Jul 19

People who view this job also look for jobs with following keywords